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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,410 | $407,956-18.5% | $299,830+10.9% | $198,609+67.4% |
| Participation rate | 66.7% | 83.3%-16.7pp | 78.5%-11.8pp | 82.4%-15.7pp |
| Annual return | 12.07% | 6.66%+5.4pp | 10.58%+1.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $2,135 | $7,661-72.1% | $5,842-63.5% | $5,055-57.8% |
| Participant deferral / active EE | $6,406 | $8,628-25.7% | $7,038-9.0% | $6,977-8.2% |
| Admin fee / account holder | $6,839 | $73,031-90.6% | $50,982-86.6% | $19,030-64.1% |